Private Equity Portfolio Monitoring demo

What the demo shows

Reads portfolio company reporting packs in any language into KPIs and alerts for GPs and LPs

A live monitor of the whole portfolio: one strip per company with sparklines for revenue, EBITDA, cash and net leverage against budget and covenant lines, the latest pack's language and date beside it. A strip glows when a value crosses a line, and any point opens the page it came from, in the original language beside English. Seven agents run the quarter close on their own: the Intake agent reads each pack in its own language, the Mapping agent maps it to the fund KPI template, the Check agent re-derives every value by a second path, the Variance agent explains moves in the company's words, the Covenant agent tests the facility agreement's own definitions, the Note agent drafts the question to the CFO in the CFO's language, and the Reporting agent feeds the approved set to the valuation and the LP report. People work with them in a conversation beside every company: the analyst maps, the operating partner approves, the valuation team accepts, and nobody approves their own work.

Transcript

1. 0:00Private Equity Portfolio Monitoring reads portfolio company packs, in any language, into KPIs and alerts for GPs and LPs.
2. 0:13Quillfield has 120 companies, 1,400 packs a year, once re-typed by hand.
3. 0:21The Pulse, Ferrante glows, leverage 5.6 times over a 5.5 covenant.
4. 0:29Any point opens its Italian page beside English.
5. 0:35Agents mapped and rechecked 14 KPIs, EBITDA, for 0.1 million euros against 5.0 budgeted.
6. 0:46Certify a 0.4 million ad back the Covenant agent finds, and leverage is 5.49.
7. 0:55It drafts the CFO's question in Italian and never contacts lenders.
8. 1:01Operating partner Luca approves both.
9. 1:04The analyst who mapped it cannot.
10. 1:06Every value cited, every decision signed, every step logged.
11. 1:15Covenants tested the day packs land.
12. 1:18LP reports by day, 45, not 60.
13. 1:24Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.